See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,103 | $135,952-70.5% | $123,892-67.6% | $273,961-85.4% |
| Participation rate | 88.2% | 84.1%+4.2pp | 81.4%+6.8pp | 83.0%+5.2pp |
| Annual return | 8.06% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $984 | $5,170-81.0% | $4,617-78.7% | $4,869-79.8% |
| Participant deferral / active EE | $2,634 | $6,343-58.5% | $5,984-56.0% | $5,287-50.2% |
| Admin fee / account holder | $308 | $9,817-96.9% | $8,357-96.3% | $10,132-97.0% |